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June 2012

Getting Started with Oracle Fusion Applications:


Oracle Fusion Human Capital Management Cloud
(SaaS) Implementations
Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Disclaimer
The following is intended to outline our general product direction. It is intended for information purposes
only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracle’s products remains at the sole discretion of
Oracle.

Warning
The tasks presented in this document are intended for a quick introduction or pilot implementation. The
document does not include all the setup and security tasks that are appropriate for a complete
implementation.
Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Table of Contents
Table of Contents ................................................................................................ 1
Introduction ......................................................................................................... 2
Access Requirements.......................................................................................... 2
Getting Started Process ...................................................................................... 3
Table 1: Generating the Setup Task List.............................................................. 3
Table 2: Defining Implementation Users .............................................................. 4
Table 3: Setting Up Basic Enterprise Structures .................................................. 6
Table 4: Defining Application Users ................................................................... 10
Additional References ....................................................................................... 12
Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Introduction
This document provides a high-level introduction to some key tasks that implementors of Oracle Fusion
Human Capital Management (Oracle Fusion HCM) must perform in a Cloud environment (also known as
a SaaS or Software as a Service environment).

Warning: The tasks presented in this document are intended for a quick introduction or pilot
implementation. This document does not include all setup and security tasks that are appropriate for a
complete implementation of Oracle Fusion HCM.

References to related help accompany each of the steps. The help is available from Oracle Fusion
Applications Help or Oracle Fusion Applications Technology Library, unless specified otherwise.

You can find this document (ID: 1471160.1) on My Oracle Support, https://support.oracle.com.

Access Requirements
Before you begin, gather the following information:

 URLs for Oracle Fusion Applications and Oracle Identity Manager (OIM).
For example, the URL for Oracle Fusion Applications is
http://host/homePage/faces/AtkHomePageWelcome, where host is the name of the
host location, such as abc.oracleoutsourcing.com.
The primary contact in your enterprise may receive an e-mail containing the URLs. If you do not
know the URLs, contact your Project Manager or Oracle Center of Excellence (COE)
representative.
 The user names and passwords of the Oracle Fusion Applications technical and functional
implementation users and the OIM system administrator user.

o The default user name of the Oracle Fusion Applications technical implementation user is
XX_ADMIN, where XX is a customer-specific prefix.

o The default user name of the Oracle Fusion Applications functional implementation user
is HCM.USER.

o The default user name of the OIM system administrator is XXOIMAdmin, where XX is a
customer-specific prefix.

The following table shows the roles that have been assigned to the XX_ADMIN, HCM.USER, and
XXOIMAdmin users.

Default User Name Roles

XX_ADMIN  IT Security Manager


 Application Implementation Consultant
 Administrators
HCM.USER  Application Administrator
 Application Implementation Consultant

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Default User Name Roles

XXOIMAdmin  Human Capital Management Application Administrator


 System Administrators

Contact your Project Manager or Oracle COE representative for the user names and passwords
specified for your enterprise.

Getting Started Process

To start your implementation, complete these steps as described in the following sections.

1. Generating the Setup Task List


2. Defining Implementation Users
3. Setting Up Basic Enterprise Structures
4. Defining Application Users

Table 1: Generating the Setup Task List


To start an implementation of Oracle Fusion HCM, the Oracle Fusion Applications technical
implementation user (XX_ADMIN) selects an offering to implement and generates the setup tasks needed
to implement it.

The following table identifies how to generate the setup tasks. The documentation in this table is in the
Oracle Fusion Applications Information Technology Management, Implement Applications Guide.

Task Description Documentation

1. Sign in to Oracle Using the Oracle Fusion Applications URL, sign in


Fusion Applications to Oracle Fusion Applications as the Oracle
Fusion Applications technical implementation
user (XX_ADMIN).
The Welcome page appears.

2. Go to the Setup Select Setup and Maintenance under the Overview chapter
and Maintenance Tools category in the Navigator to go to the
 Manage Application
work area Setup and Maintenance work area.
Implementation: Overview

3. Browse offerings On the Getting Started with Oracle Fusion Gathering Your Implementation
on the Getting Applications page, view all Oracle Fusion Requirements chapter
Started Page Applications offerings.

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Task Description Documentation

4. Analyze Drill down on the Oracle Fusion HCM offering of Gathering Your Implementation
implementation your choice to view a description, documents, Requirements chapter
requirements of the and reports related to the offering on the
 Offerings Explained
offerings Documents page.

5. Configure On the Configure Offerings page, configure the Gathering Your Implementation
offerings offerings of your choice to fit your business Requirements chapter
requirements.
 Options: Explained
Expand any offering to find its optional modules,
 Feature Choices: Explained
called Options. Select all that apply to your
organization.
Use the Select Feature Choices page to review
optional or alternative business processes. Select
all that apply to your enterprise.

6. Generate setup Create a new implementation project on the Managing an Application Implementation
tasks Manage Implementation Projects page to chapter
generate setup tasks for a selected offering.

7. Review the The task list includes the tasks that are relevant Managing an Application Implementation
generated setup to the offerings and options that you selected. chapter
task list
The most common requirements across all  Implementation Project Task
offerings are listed first. Next, the common tasks Lists: Explained
across product families are shown. Next are
common tasks across product modules. Tasks
that are specific to product functionality are listed
last.
You can expand the task lists to see the tasks
that they contain.

Table 2: Defining Implementation Users


It is good security practice to allocate implementation tasks to one or more implementation users. The
responsibilities of implementation users for the tasks identified in this document are in three broad
categories:

 Management of implementation projects

 Creation of users and security management


 Setup of enterprise structures

The job roles required by each type of implementation user are as follows:

Implementation Responsibilities Required Job Roles

Management of implementation projects Application Implementation Manager

Creation of users and security management IT Security Manager

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Implementation Responsibilities Required Job Roles

Setup of enterprise structures Application Implementation Consultant

The number of implementation users that you create will depend on factors such as the offerings you are
implementing and local practice, but a minimum of two (one with the IT Security Manager role and one
without) is recommended.

From your implementation project, expand the Define Common Applications Configuration for Human
Capital Management task list. This task list contains the tasks that you perform to create implementation
users and provision them with the required roles. Perform the implementation tasks identified in the
following table.

Task Description Documentation

1. Synchronize HCM Performer: Oracle Fusion Applications technical Define Synchronization of Users and Roles
user and role implementation user (XX_ADMIN) from LDAP chapter, Oracle Fusion
information with OIM Applications Common Implementation
Perform the task Run User and Roles
Guide
Synchronization Process. This task initiates the
Retrieve Latest LDAP Changes process, which  User and Role Synchronization:
copies to HCM all role and user information Explained
stored in OIM and the LDAP directory. (Note
that the process name may appear as
SyncRolesJob). Take a note of the process ID.
Search for the process by its process ID in the
Scheduled Processes work area to confirm that
it completed successfully. You cannot create
HCM data roles until role information from OIM
is available in HCM.

2. Create an Performer: Oracle Fusion Applications technical Create Security Administrators in the
implementation user implementation user (XX_ADMIN) Oracle Fusion Applications Release Notes
for user and security
Perform the Create Implementation Users task (Known Issues in Common Reference
management
to navigate to OIM. In OIM, create a user Objects and Behaviors > User Assistance
account for the implementation user who will for Oracle Fusion Applications Common
create other users and manage security. Reference Objects and Behaviors > Getting
Provision this user with the IT Security Started and Security > Create Security
Manager role. Administrators)

3. Create additional Performer: IT Security Manager Create Implementation Project Managers in


implementation users the Oracle Fusion Applications Release
Perform the Create Implementation Users task
Notes
to navigate to OIM. In OIM, create user
accounts for one or more implementation users (Known Issues in Common Reference
who will manage implementation projects and Objects and Behaviors > User Assistance
set up the enterprise structures during for Oracle Fusion Applications Common
implementation. Provision these users with the Reference Objects and Behaviors > Getting
Application Implementation Consultant and Started and Security > Create
Application Implementation Manager roles, as Implementation Project Managers)
appropriate.

Note: For your first implementation project only, you create implementation users as described in tasks 2
and 3 (above). For subsequent implementation projects, application users will exist. You will be able to

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

provision the necessary job roles for implementation tasks to appropriate application users and will not
need to create implementation users specifically.

Table 3: Setting Up Basic Enterprise Structures


The tasks in the following table relate to setup of the basic enterprise structures: these are the structures
that need to exist before you can create application users. Most of these tasks appear in the setup task
list that was generated for the Oracle Fusion HCM offering in the Setup and Maintenance work area;
however, in your task list the tasks may be interspersed with other tasks that do not need to be performed
before you can create application users. Although you can hire workers without specifying a job, location,
or department, those tasks are included here because, in practice, you are likely to want to include those
details.

If you use the Enterprise Structures Configurator to create the basic enterprise structures, its interview-
based process guides you through the setup of reference data sets, legislative data groups, legal entities,
business units, and business unit set assignment; therefore, you can omit tasks 5, 7, 8, and 10 in the
following table. Tasks associated with the Enterprise Structures Configurator appear in the Define
Enterprise Structures for Human Capital Management task list in the offering setup task list.

Task Description Documentation

1. Assign implementation Performer: Application Implementation Managing an Application Implementation


tasks to users Manager chapter, Oracle Fusion Applications
Information Technology Management,
Assign tasks related to the setup of
Implement Applications Guide
enterprise structures to implementation
users who have the Application
Implementation Consultant job role.

2. Sign in as the assigned Performer: Application Implementation


user and find your Consultant
assigned tasks
Sign in using the Oracle Fusion
Applications URL and the user account and
password associated with your
implementation user role.
Navigate to the Assigned Implementation
Tasks tab to find assigned tasks.

3. Load geographies Performer: Application Implementation Define Geographies for Human Capital
Consultant Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Load US Geographies if
Implementation Guide, Oracle Fusion
you are using US Payroll. For Chinese
Applications Workforce Development
locations and China Payroll, perform the
Implementation Guide, or Oracle Fusion
task Load Chinese Geographies.
Applications Compensation Management
Geography information is used in Oracle Implementation Guide.
Fusion Applications for address entry and
 Importing Geographies: Explained
geography-based business processes, for
example, territory management and  Importing Geographies Using File-
shipping. Based Data Import: Worked
Example
You may have been given a geographies
file to load. Alternatively, Vertex files may
be available.

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Task Description Documentation

4. Manage geographies Performer: Application Implementation Define Geographies for Human Capital
Consultant Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Geographies to
Implementation Guide, Oracle Fusion
enable the list of values for address fields
Applications Workforce Development
in user interfaces.
Implementation Guide, or Oracle Fusion
Applications Compensation Management
Implementation Guide.
 Geography Validation: Explained
 Managing Geography Structures,
Hierarchies, and Validation:
Worked Example

5. Define reference data Performer: Application Implementation Maintain Common Reference Objects and
sharing Consultant Define Enterprise Structures for Human
Capital Management chapters, Oracle
Perform the task Manage Reference Data
Fusion Applications Workforce Deployment
Sets.
Implementation Guide, Oracle Fusion
Setting up reference data for HCM is a Applications Workforce Development
prerequisite to managing departments, Implementation Guide, or Oracle Fusion
jobs, and locations. Applications Compensation Management
Implementation Guide.

6. Manage legal addresses Performer: Application Implementation Define Enterprise Structures for Human
Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Legal Addresses
Implementation Guide, Oracle Fusion
to create the address a legal entity uses to
Applications Workforce Development
register with a legal authority.
Implementation Guide, or Oracle Fusion
Applications Compensation Management
Implementation Guide.
 What’s a legal address?

7. Set up legislative data Performer: Application Implementation Define Enterprise Structures for Human
groups (LDGs) Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Legislative Data
Implementation Guide, Oracle Fusion
Groups to define at least one LDG. The
Applications Workforce Development
LDG partitions payroll and related data for
Implementation Guide, or Oracle Fusion
each country where the enterprise
Applications Compensation Management
operates.
Implementation Guide.
 Legislative Data Groups: Explained

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Task Description Documentation

8. Manage legal entities Performer: Application Implementation Define Enterprise Structures for Human
Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Legal Entity to
Implementation Guide, Oracle Fusion
create one or more legal entities. Select
Applications Workforce Development
the Payroll statutory unit and Legal
Implementation Guide, or Oracle Fusion
employer values, as appropriate.
Applications Compensation Management
Note: The Manage Legal Entity task is Implementation Guide.
available only in the context of an
 Legal Entities: Explained
implementation project.
 Legal Entity in Oracle Fusion:
Points to Consider

9. Manage legal entity Performer: Application Implementation Define Enterprise Structures for Human
HCM information Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Legal Entity HCM
Implementation Guide, Oracle Fusion
Information to specify HCM information,
Applications Workforce Development
such as the employment model and the
Implementation Guide, or Oracle Fusion
standard working hours, for a legal
Applications Compensation Management
employer.
Implementation Guide.
 Payroll Statutory Units, Legal
Employers, and Tax Reporting
Units: How They Work Together
 Selecting the Employment Model:
Critical Choices
 The Three-Tier Employment
Model: Explained
 The Two-Tier Employment Model:
Explained
 Work Day Information: Explained

10. Manage business Performer: Application Implementation Defining Business Units (demo in Oracle
units and business unit set Consultant Fusion Applications Help)
assignment
Perform the tasks Manage Business Unit Define Enterprise Structures for Human
and Manage Business Unit Set Assignment Capital Management chapter, Oracle Fusion
to assign business units to appropriate Applications Workforce Deployment
reference data sets. You can use the Implementation Guide, Oracle Fusion
common reference data set. Applications Workforce Development
Implementation Guide, or Oracle Fusion
Applications Compensation Management
Implementation Guide.
 Business Units: Explained
 Business Units and Reference Data
Sets: How They Work Together

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Task Description Documentation

11. Update enterprise Performer: Application Implementation Define Enterprise Structures for Human
HCM information Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Enterprise HCM
Implementation Guide, Oracle Fusion
Information to review and update the
Applications Workforce Development
enterprise name and employment model
Implementation Guide, or Oracle Fusion
values, as appropriate.
Applications Compensation Management
Implementation Guide.
 Selecting the Employment Model:
Critical Choices
 The Three-Tier Employment
Model: Explained
 The Two-Tier Employment Model:
Explained
 Work Day Information: Explained

12. Manage locations Performer: Application Implementation Define Enterprise Structures for Human
Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Locations to
Implementation Guide, Oracle Fusion
identify the physical addresses of
Applications Workforce Development
workforce structures such as departments
Implementation Guide, or Oracle Fusion
and jobs.
Applications Compensation Management
Implementation Guide.
 Locations: Explained

13. Manage departments Performer: Application Implementation Define Enterprise Structures for Human
Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Departments to
Implementation Guide, Oracle Fusion
define departments.
Applications Workforce Development
Implementation Guide, or Oracle Fusion
Applications Compensation Management
Implementation Guide.
 Cost Centers and Departments:
Explained
 Department Classifications: Points
to Consider

14. Manage jobs Performer: Application Implementation Define Enterprise Structures for Human
Consultant Capital Management chapter, Oracle Fusion
Applications Workforce Deployment
Perform the task Manage Job to create the
Implementation Guide, Oracle Fusion
enterprise job definitions.
Applications Workforce Development
Implementation Guide, or Oracle Fusion
Applications Compensation Management
Implementation Guide.
 Jobs: Example

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Table 4: Defining Application Users


Once the basic enterprise structures are set up, you can create Oracle Fusion HCM application users.
The following table identifies setup tasks for creating HCM application users.

Task Description Documentation

1. Assign tasks to users Performer: Application Implementation Managing an Application Implementation


Manager chapter, Oracle Fusion Applications
Information Technology Management,
Assign tasks related to user creation and
Implement Applications Guide
role provisioning to implementation
users who have the IT Security Manager
job role.

2. Sign in as the assigned Performer: IT Security Manager


user and find your
Sign in using the Oracle Fusion
assigned tasks
Applications URL and the user account
and password associated with your
implementation user role.
Navigate to the Assigned
Implementation Tasks tab to find
assigned tasks.
Performer: IT Security Manager
3. Define HCM data Define Data Security for Human Capital
security for initial Perform the tasks in the task list Define Management section, Oracle Fusion
application users Data Security for Human Capital Applications Workforce Deployment
Management to create security profiles Implementation Guide, Oracle Fusion
and HCM data roles for application Applications Workforce Development
users. Assign security profiles directly to Implementation Guide, or Oracle Fusion
abstract roles, such as Employee and Applications Compensation Management
Line Manager, using the Manage Data Implementation Guide.
Role and Security Profiles task.
Create at least one HCM data role for
the Human Resource Specialist (HR
Specialist) job role that provides View All
access to HCM business objects.

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

Task Description Documentation


Performer: IT Security Manager Define Security for Human Capital
4. Manage HCM role
Management section, Oracle Fusion
provisioning rules Perform the task Manage HCM Role
Applications Workforce Deployment
Provisioning Rules to create role
Implementation Guide, Oracle Fusion
mappings, which define the conditions
Applications Workforce Development
for automatic and manual provisioning
Implementation Guide, or Oracle Fusion
of data and abstract roles to application
Applications Compensation Management
users. Create role mappings for common
Implementation Guide.
roles, such as Employee, Line Manager,
and Payroll Manager. These few role  Role Mappings: Explained
mappings will handle most of your role
 Role Mappings: Examples
assignments.
 Role Provisioning and
Create at least one role mapping for HR
Deprovisioning: Explained
Specialists who will hire other workers.
Ensure that this role mapping provisions
appropriate roles (including the View All
HCM data role created in Task 3, above)
to HR specialists automatically. The role
mapping should also include roles that
HR specialists can provision manually to
other users.
Performer: IT Security Manager Manage Workforce Lifecycle chapter, Oracle
5. Create a user account
Fusion Applications Workforce Deployment,
for a Human Resource Navigate to the New Person work area
Human Resources Guide
(HR) Specialist and and perform the Hire an Employee task
provision roles to the HR to hire at least one HR Specialist who  Creating Person Records: Examples
Specialist can hire other workers.
 Person Records: Explained
When you hire an HR Specialist, a user
account is created automatically for that
worker. Roles for which the worker
qualifies automatically in relevant role
mappings (for example, those that you
created for the Employee and HR
Specialist roles in Task 4, above) are
provisioned to that worker.
Performer: HR Specialist Manage Workforce Lifecycle chapter, Oracle
6. Hire an Employee
Fusion Applications Workforce Deployment,
Navigate to the New Person work area
Human Resources Guide
and perform the Hire an Employee task
to hire an employee.  Creating Person Records: Examples
The employee’s user account is created  Person Records: Explained
automatically. Roles for which the
employee qualifies automatically in the
relevant role mapping (for example, the
role mapping that you created for the
Employee role in Task 4, above) are
provisioned to that worker.

After you complete these initial tasks, continue with the remaining functional setup tasks in your
implementation project. The application implementation manager can assign the remaining tasks to
appropriate implementation or application users. Once the implementation is complete, you are

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Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management Cloud (SaaS) Implementations

recommended to review the allocation of roles to implementation users and revoke any roles (such as
Application Implementation Consultant) that are no longer required.

Additional References

Getting Started with Oracle Fusion Applications Enterprise Structures for Financials: Pilot Projects
(Document ID 1387746.1 on My Oracle Support)

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Getting Started with Oracle Fusion Applications: \
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Oracle Fusion Human Capital Management
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Cloud (SaaS) Implementations
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June 2012
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